RWM

Revisor Wealth Management Portfolio holdings

AUM $290M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$5.92M
3
+$5.33M
4
MCD icon
McDonald's
MCD
+$5.32M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.75M

Top Sells

1
+$2.04M
2
+$612K
3
+$523K
4
SAIA icon
Saia
SAIA
+$255K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$248K

Sector Composition

1 Technology 14.65%
2 Financials 6.55%
3 Consumer Discretionary 6.36%
4 Industrials 4.65%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$508K 0.23%
4,613
+2,450
102
$507K 0.23%
18,142
+675
103
$506K 0.23%
14,000
+1,767
104
$504K 0.22%
+4,780
105
$502K 0.22%
851
+394
106
$501K 0.22%
+8,113
107
$497K 0.22%
3,216
+1,256
108
$494K 0.22%
6,007
+3,061
109
$490K 0.22%
+1,336
110
$487K 0.22%
1,915
+886
111
$486K 0.22%
+3,750
112
$486K 0.22%
3,238
+1,871
113
$485K 0.22%
4,435
+2,170
114
$477K 0.21%
+2,085
115
$475K 0.21%
7,267
+4,265
116
$472K 0.21%
+19,664
117
$464K 0.21%
3,868
+1,672
118
$461K 0.21%
+4,919
119
$461K 0.2%
+2,275
120
$460K 0.2%
18,885
+2,588
121
$459K 0.2%
+5,071
122
$458K 0.2%
1,552
+806
123
$455K 0.2%
10,992
+2,744
124
$454K 0.2%
4,106
+1,814
125
$451K 0.2%
3,695
+1,641
3 4
5
6 7